LPL Financial
ACHV icon

LPL Financial’s Achieve Life Sciences ACHV Stock Holding History

LPL Financial’s Portfolio ACHV Stock Details ACHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.14M Buy
728,448
+95,300
+15% +$423K ﹤0.01% 3438
2025
Q4 		$3.15M Buy
633,148
+301,850
+91% +$1.32M ﹤0.01% 2963
2025
Q3 		$1.04M Buy
331,298
+75,465
+29% +$207K ﹤0.01% 3964
2025
Q2 		$578K Buy
255,833
+46,000
+22% +$131K ﹤0.01% 4263
2025
Q1 		$560K Buy
209,833
+13,000
+7% +$40.4K ﹤0.01% 4071
2024
Q4 		$693K Buy
196,833
+5,500
+3% +$24.9K ﹤0.01% 3809
2024
Q3 		$907K Buy
191,333
+3,333
+2% +$15.2K ﹤0.01% 3481
2024
Q2 		$884K Buy
188,000
+5,500
+3% +$26.5K ﹤0.01% 3366
2024
Q1 		$829K Buy
182,500
+4,000
+2% +$17.8K ﹤0.01% 3347
2023
Q4 		$735K Buy
178,500
+14,000
+9% +$61K ﹤0.01% 3334
2023
Q3 		$707K Buy
164,500
+16,500
+11% +$83.2K ﹤0.01% 3210
2023
Q2 		$768K Buy
148,000
+4,100
+3% +$28.8K ﹤0.01% 3082
2023
Q1 		$979K Sell
143,900
-4,400
-3% -$20.9K ﹤0.01% 2770
2022
Q4 		$363K Buy
148,300
+48,400
+48% +$124K ﹤0.01% 3519
2022
Q3 		$330K Sell
99,900
-1,800
-2% -$8.59K ﹤0.01% 3497
2022
Q2 		$496K Buy
101,700
+15,150
+18% +$103K ﹤0.01% 3204
2022
Q1 		$655K Buy
86,550
+17,600
+26% +$131K ﹤0.01% 2980
2021
Q4 		$536K Sell
68,950
-3,050
-4% -$24K ﹤0.01% 3216
2021
Q3 		$612K Buy
72,000
+3,200
+5% +$25.1K ﹤0.01% 3035
2021
Q2 		$618K Buy
68,800
+15,900
+30% +$151K ﹤0.01% 2973
2021
Q1 		$613K Buy
+52,900
New +$628K ﹤0.01% 2850
2016
Q2 		– Sell
-25
Closed -$42K – 2623
2016
Q1 		$42K Buy
25
+9
+56% +$14.7K ﹤0.01% 3018
2015
Q4 		$44K Buy
+16
New +$67.6K ﹤0.01% 3053

Other funds holding ACHV

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial's ACHV Position: Q1 2026 in Review

LPL Financial increased its Achieve Life Sciences (ACHV) stake by 15% in Q1 2026, buying an estimated $423K and bringing the position to 728,448 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3438.

LPL Financial first reported a position in ACHV in Q4 2015 and has held it in 23 quarters since. The position peaked at $3.15M in Q4 2025. 81 funds tracked by Wall St. Rank hold ACHV as of Q1 2026.

  • LPL Financial held 728,448 shares of Achieve Life Sciences worth $2.14M as of Q1 2026.
  • LPL Financial bought 95,300 Achieve Life Sciences shares in Q1 2026, an estimated $423K.
  • Achieve Life Sciences made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3438 holding.
  • LPL Financial first reported a position in Achieve Life Sciences in Q4 2015 and has held it in 23 quarters since.
  • LPL Financial's Achieve Life Sciences position peaked at $3.15M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Achieve Life Sciences as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.